Position in ROK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,526,331
+$419,904 QoQ
Shares Held
3,083
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
5.78%
of 13F equity value
Holder Rank
#611
of 1,527 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ROK Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Alpha Wealth Funds, LLC holds $1,526,331 across 1 Specialty Industrial Machinery name. ROK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROK |
Rockwell Automation, Inc
This page
|
3,083 | $1,526,331 |
All Filings in ROK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,331 | 3,083 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,106,427 | 3,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,199,502 | 3,083 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,077,600 | 3,083 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,024,080 | 3,083 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $386,959 | 1,354 | Shares | Sole | 2025-03-07 | |
| No filing history on record for this holder in this stock. | ||||||